Welcome to Scribd. Sign in or start your free trial to enjoy unlimited e-books, audiobooks & documents.Find out more
Buy Now $49.99
Standard view
Full view
of .
Look up keyword or section
Like this
3Activity

Table Of Contents

What Are Official Records?
Core Records Management Principles
Content Modeling
Understanding the Content Life Cycle
Content Modeling Goals
The Role/Activity Modeling Technique
Developing a File Plan
Identifying Roles and Responsibilities
Identifying Applicable Policies and Procedures
Identifying Custom Routing and Workflow Requirements
Identifying Document Categories and Groups
Identifying Document Sources
Analyzing Storage Requirements
Analyzing Security Requirements
Summary
Understanding Current U.S. Regulations
Setting Up Your Development Environment for Maximum Productivity
CAML.NET IntelliSense
ECM2007: A Foundation Class Library for Records Management
Creating a SharePoint Feature Project Template
Leveraging XML Schemas for Maximum Flexibility
Generating Schema Classes from within Visual Studio
Document Libraries
Creating Document Libraries
Document Libraries and Property Promotion
Content Types
Uses for Content Types
Content Type Definitions
Creating Content Types
Versioning
Versioning Rules
Check-Out, Check-In, and Versioning
Versioning Pitfalls
Programmatic Versioning
Content Security
SharePoint Permissions
Strategies for Controlling Access to Content
Information Rights Management
The Records Management Object Model and API
The Official File Web Service
The Records Management Feature
The Records Center Site Definition
Records Center Components
The Records Repository Users Group
The Record Routing Table
The Holding Zone
The Holds List
Workflow Provisioning
Default Record Series
Default Expiration Actions
Records Center File Processing
The Core Record Routing Mechanism
Custom Record Routing
Property Storage
Audit History
Property Promotion and Demotion
Creating the Records Center Site
Creating a Records Center Manually
Creating a Records Center Programmatically
Listing 5-1: Creating a Records Center programmatically
Working with Traditional File Plans
Creating Document Libraries and Content Types
Setting Up the Record Routing Table
Building and Using Dynamic File Plans
Designing the File Plan Schema
A Quick Introduction to InfoPath 2007
Generating Serialization Classes
Building the File Plan Gallery
Executing the File Plan
Submitting Individual Records
Configuring the Farm for Manual Submission
Granting Users Permission to Submit Records
Testing the Farm Configuration
Submitting Records Programmatically
Submitting Multiple Records
Information Policy Architecture
Limitations of Information Policy in SharePoint Server 2007
Policies, Policy Features, and Policy Resources
The Information Policy Life Cycle
Creating the Policy Feature Class
Adding Custom Policy Feature Settings
Creating a Print Monitor Add-In for Word 2007
The Expiration Policy Feature
Creating Custom Expiration Formulas and Actions
Expiration Formulas
Expiration Actions
The Expiration Timer Job
Planning for Retention
Extending the File Plan to Include Expiration Policies
Adding Expiration Policy Support to the Dynamic File Plan
Understanding Auditing in SharePoint
Enabling and Disabling Auditing
Managing Audit Entries
Audit Reporting
Using the Auditing Policy Feature
Auditing in a Records Center Site
Creating an Audit Viewer Web Part
Viewing Historical Audit Records
Additional Considerations for Auditing
Extending the File Plan Schema to Support Auditing Policy
Physical Records and List Items
Create a Physical Record Content Type
Create a Physical Records List
Configure Information Policy Features
Physical Records and Folders
Automating the Process
Physical Records and Workflow
The Holds Architecture
Creating and Removing Holds
Placing a Hold
Removing a Hold
The Search & Process API
Building Custom Routers
Creating a Simple Filtering Router
Installing the Router
Activating the Router
Creating a Tracking Router
Creating a Redirecting Router
Extending the File Plan Schema to Support Custom Routing
Building a Content Validation Framework
Defining a Validation Schema
Building Validation Components
Using the Validation Framework with a Self-Validating Proposal Content Type
Using the Validation Framework to Build a Validating Router
Configuring Exchange 2007
Handling the Folders in Outlook 2007
Handling Missing Properties
A SharePoint Workflow Primer
Official Records, Workflow, and Complexity
Primitive Activities
Useful Activities for Records Management
Domain-Specific Records Management Activities
Building a Workflow Activity Library
Testing Your Activities
Building Workflow Activities for Records Management
Executing a File Plan
Validating List Item Metadata
Extending SharePoint Designer to Use Records Management Workflows
Deploying and Registering the Activity Library
Creating the .ACTIONS File
Requirements Addressed by the Add-On Pack
New Concepts
Enhanced Search
Installing the Add-On Pack
The Components Installed by the Add-On Pack
The RecordCenterRouter Feature
The RecordCenterAddonPack_Web Feature
The RecordCenterAddonPack_SiteWorkflows Feature
Custom Field Types and Field Controls
Timer Jobs
Workflows
STSADM Commands
The Records Center E-Mail Router
Index
P. 1
Professional SharePoint 2007 Records Management Development: Managing Official Records with Microsoft Office SharePoint Server 2007

Professional SharePoint 2007 Records Management Development: Managing Official Records with Microsoft Office SharePoint Server 2007

Ratings: (0)|Views: 1,467|Likes:
Published by Wiley

Unique guide to records management methodologies for MicrosoftOffice SharePoint Server 2007

There may be books available on how to develop solutions forMicrosoft Office SharePoint Server 2007, but this is the first bookto provide step-by-step guidance for designing and building recordsmanagement solutions on the SharePoint platform. You'll learn thefive core services of any records managementsystem-confidentiality, information integrity, high availability,adherence to policy, and audit ability-then explore the tools andtechniques needed to implement them in SharePoint.

The book helps you understand official records in the context ofday-to-day collaboration and regulatory compliance; you'll alsolearn how to design extensible Windows Workflow Foundation (WF)components with records management as the central focus.

Reviews Office SharePoint Server and how it provides a solidfoundation for managing official records using speciallyconstructed web sites and custom components Discusses the "File Plan", which describes where each record isstored, how long it is kept, and the manner and conditions underwhich it is destroyed Shows you how to apply the powerful features of the SharePointplatform to convert collaborative documents into managed files in arecord center site Addresses best practices for creating records repositories,developing file plans to identify official records, controlling thecreation and distribution of records using custom content types andinformation policy components, and more The companion Web site includes downloadable code modules youcan use as a starting point for building real-world recordsmanagement solutions on the SharePoint platform

If you're a programmer, software architect, business analyst, orIT professional working in SharePoint, you'll want this unique bookon your shelf.

Unique guide to records management methodologies for MicrosoftOffice SharePoint Server 2007

There may be books available on how to develop solutions forMicrosoft Office SharePoint Server 2007, but this is the first bookto provide step-by-step guidance for designing and building recordsmanagement solutions on the SharePoint platform. You'll learn thefive core services of any records managementsystem-confidentiality, information integrity, high availability,adherence to policy, and audit ability-then explore the tools andtechniques needed to implement them in SharePoint.

The book helps you understand official records in the context ofday-to-day collaboration and regulatory compliance; you'll alsolearn how to design extensible Windows Workflow Foundation (WF)components with records management as the central focus.

Reviews Office SharePoint Server and how it provides a solidfoundation for managing official records using speciallyconstructed web sites and custom components Discusses the "File Plan", which describes where each record isstored, how long it is kept, and the manner and conditions underwhich it is destroyed Shows you how to apply the powerful features of the SharePointplatform to convert collaborative documents into managed files in arecord center site Addresses best practices for creating records repositories,developing file plans to identify official records, controlling thecreation and distribution of records using custom content types andinformation policy components, and more The companion Web site includes downloadable code modules youcan use as a starting point for building real-world recordsmanagement solutions on the SharePoint platform

If you're a programmer, software architect, business analyst, orIT professional working in SharePoint, you'll want this unique bookon your shelf.

More info:

Publish date: Sep 24, 2009
Added to Scribd: Feb 05, 2010
Copyright:Traditional Copyright: All rights reservedISBN:9780470583173
List Price: $49.99 Buy Now

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
This book can be read on up to 6 mobile devices.
See more
See less

02/17/2015

460

9780470583173

$49.99

USD

You're Reading a Free Preview
Pages 10 to 211 are not shown in this preview.
You're Reading a Free Preview
Pages 221 to 224 are not shown in this preview.
You're Reading a Free Preview
Pages 234 to 235 are not shown in this preview.
You're Reading a Free Preview
Pages 245 to 460 are not shown in this preview.

Activity (3)

You've already reviewed this. Edit your review.
1 hundred reads
1 thousand reads
Arief BeBo liked this

You're Reading a Free Preview

Download
scribd